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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Participants) | $11,595 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,630 | $88,122-63.0% | $141,162-76.9% | $67,579-51.7% |
| Participation rate | 51.2% | 76.5%-25.3pp | 82.5%-31.3pp | 71.3%-20.1pp |
| Annual return | 38.87% | 75.40%-36.5pp | 71.39%-32.5pp | 378.56%-339.7pp |
| Employer contribution / active EE | $1,358 | $3,224-57.9% | $4,735-71.3% | $2,148-36.8% |
| Participant deferral / active EE | $2,602 | $5,958-56.3% | $6,709-61.2% | $3,539-26.5% |
| Admin fee / account holder | $218 | $131+66.3% | $10,261-97.9% | $142+53.0% |